Bring Beamer discussion into completed task follow-up
Close the loop after customer work by checking discussion on a Beamer post your team wants to monitor.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get Post Comments
Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.
Why this helps
Feedback in announcement comments can be missed when customer follow-up and product discussions happen in separate places.
- Prompt a comment review when a Salesforce task completes.
- Help teams notice questions or reactions on a selected announcement.
- Turn comment review into a concise report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction which Beamer post to review when a Salesforce task completes, and ask for comments to be summarized for follow-up.
- 4Choose the Task Created or Completed trigger and its available options, then select where run reports should go.
- 5Test using a real completed task and a known Beamer post.
Questions about this workflow
Can the workflow find the Beamer post from the Salesforce task automatically?
The comment action requires a specific post. Provide a stable post identifier or a clear way to identify the post in the instruction; the listed action does not search posts.
Does the trigger only run on completed tasks?
The event supports task creation or a status change to Completed, with optional filtering by task status or subject.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Beamer. A trigger fires from one place; an action lands in another.
Salesforce triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Feeds
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Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Feed URL
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New Contact Trigger
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Get Notification
Tool to retrieve details of a specific notification by its unique notification id. use after obtaining the notification id to fetch its full details.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Notifications
Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Post Comments
Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.
Connect any two apps with Notis in the middle.
Salesforce and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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